Biography: Julia Dreblow BA (Hons), Dip PFS

Overview

sriServices draws on Julia Dreblow’s (married name ‘Riches’) 24 years experience in financial services, nearly 20 of which have been spent specialising in sustainable, responsible and ethical investment.

Known for her passion for this area, Julia now works independently promoting this area and offering SRI tools and support mainly for the retail investment market (mainly financial advisers).  The aim of this work is to  improve investor access to SRI by helping to promote,  celebrate and encourage growth and diversity in retail SRI.

She now runs the sriServices adviser support site and Fund EcoMarket the database fund tool and hub.  She also carries out a range of specialist SRI  consultancy/partnership roles.

sriServices  was ‘Highly Commended’ in the Corporation of London’s Sustainable City Awards (Sustainable Finance)  in 2015 and Fund EcoMarket has been shortlisted for a number of awards during 2016 also.

Julia was previously the spokesperson for the Friends Provident SRI (Sustainable and Responsible Investment) proposition where she was ‘SRI Marketing Manager’.

She was also a director of the not-for profit SRI membership organisation UKSIF (UK Sustainable Investment and Finance) for seven years. She helped UKSIF develop their highly regarded retail green and ethical investment programmes and the first ever National Ethical Investment Week – now Good Money Week.

2009 – 2016 sriServices / Fund EcoMarket summary

For additional information sign up to our newsletter or view our news/blog .  Literature and video links are available via our  literature directory lead and sub pages. (Financial services professionals only). Below are activities of key recent activities.

As at Q 2016 Fund EcoMarket sponsors are Alliance Trust Investments, Rathbones, Pictet, Sarasin & Partners, Triodos and Unicorn AM.

  • November 2016 – sriServices and partners ‘Screened, Themed and Engaged 2016’ London event (oversubscribed)
  • September 2016CII Thinkpiece published ‘SRI: environmentally, socially and financially useful – and uniquely placed to help build trust’ (following PFS event in May)
  • March 2016 guest of Asset TV – ‘Sustainable, responsible and ethical investment masterclass’ live televised event
  • February 2016 – Citywire / New Model Adviser ‘Integrating ethics’ video published
  • February 2016 – joined advisory panel for ‘Good With Money’
  • January 2016 – appointed ‘adviser’ to fund research provider RSMR (see literature directory for current material)
  • November 2015 – Fund EcoMarket  v2 launched (event kindly hosted by Rathbones)
  • October 2015 – sriServices/RSMR host adviser event and launch new SRI guide in Leeds (also in 2016)
  • September 2015 – ’30 People, 30 words, 30 years – adviser guide to why ethical investment matters’ – published with Panacea Adviser
  • July 2015 – Fund EcoMarket v2.0 went live  in new ‘open to all’ format (initially with limited data only)
  • March 2015 – ‘Highly Commended’ : Corporation of London Sustainable City Award (Sustainable Finance category)
  • 2015 – joined Standards International impartiality committee
  • May 2014 – Collaborated on launch of new RSMR SRI Guide and Rated SRI fund list
  • August 2013 – Appointed to Parmenion IM Ethical Oversight Committee (ongoing)
  • October 2012 saw the launch of the PanaceaAdviser Ethical Zone and Fund EcoMarket database tool (‘powered by sriServices’).  Julia is a regular contributer to the Panacea newsletter (‘Bento’ – received by over 14,000 advisers) and other services.
  • April 2012 ‘Adviser Guide to Sustainable and Responsible Investment’ was launched – a collaborative project between  Rayner Spencer Mills and sriServices.
  • Fund EcoMarket database tool launched October 2011  (version 1, with log in area)
  • sriServices.co.uk adviser support site launched in May 2011
  • November 2010 – presented ‘Green and Ethical Funds on Platform / Wraps’ research paper commissioned by UKSIF
  • Spoke at EIRIS Ethical Finance webinar: ‘Ethical Finance – What do consumers want? How should financial advisers respond?’ November 2010.
  • Work was scaled back during 2010 because of a major house fire.
  • In December 2009 – researching and writing a report for UKSIF entitled: ‘Green and Ethical Funds on Platforms and Wraps’ – focusing on the challenges and opportunities of this area.
  • Supported financial journalist and broadcaster Sarah Pennells in the writing  ‘Green Money – How to save and invest ethically’ – part of the Guardian’s Financial Intelligence series (published June 2009).
  • 2009 – Wrote v1 website ‘SRI Consultants’ , supported events  such as those of industry body UKSIF, spoke at Market Research Society (MRS) seminar and presented at the Ecology Building Society AGM (2009), also supported  the EIRiS Blog www.greenmoneyblog.blogspot.com and served as ‘green and ethical money expert’ on  www.savvywoman.co.uk.

 1996 – 2008  Friends Provident (now part of Aviva)

Julia was attracted to work for former Quaker company Friends Provident in November 1996 by their Stewardship range of ethical funds. She joined Friends Provident as a Senior IFA Consultant, soon moving into marketing and sales management roles to develop and communicate their SRI and ethical investment proposition (which boasted around 1/4 million clients).

She spent 12 years at Friends – over 10 years of which was spent promoting SRI both internally and externally. She worked closely with SRI analysts and investment management teams (mainly at F&C – now BMO), sales, marketing and PR departments. She worked closely with IFA sales teams, dealing regularly with specialist and non specialist advisers. She regularly attended Stewardship Committee of Reference meetings – where she brought her knowledge of IFAs and their clients to the table.

From 2002 – 2008 Julia was the SRI Marketing Manager, responsible for the Stewardship brand as well as developing, expanding and communicating the Friends SRI proposition. She worked extensively with the media; was regularly quoted, wrote many articles and took part in numerous radio and TV interviews.

Their range included the  Stewardship funds as well as a range of ‘external funds’ and the reo  ‘engagement’ options.  Julia expanded their investment platform’s by linking it to include a diverse range of external SRI funds which brought 14 green and ethical options under one roof .   During that period the Friends Provident SRI sales levels, market share, reputation and media profile all strengthened significantly.

UKSIF 2002 – 2009

Julia was a director of UKSIF, the highly regarded not-for-profit sustainable investment and finance association, for seven years. She had extensive involvement in the programmes that were aimed at individual investors and financial advisers – having been co-opted to the board in 2002 to chair their ‘Retail Revolution’ sub-committee – and was then voted on to the main board by members in 2003 and 2006.

The Retail sub-committee was instrumental in setting up and steering the UKSIF ‘Retail Revolution’ programme. This project involved creating an Adviser SRI Toolkit, a Technical Guide for IFAs (as referenced in UK guidance on implementing ISO 22222), seminars and on-line training for advisers. The programme substantially raised awareness of green and ethical investment amongst UK financial advisers. This work helped to shape the retail (individual investor) SRI sector today.

Julia also served on the inaugural ‘NEIW advisory board’ where she helped set up the first National Ethical Investment Week  in 2008. This ongoing initiative focuses on increasing investor awareness of green and ethical investment. She stood down from the UKSIF board in 2009.

1989 – 95

Julia started at NPI as  a graduate trainee broker consultant in 1989.  She first become interested in green and ethical funds in 1991 when NPI launched their  ‘Global Care’ range.

 

View Julia Dreblow's profile on LinkedIn

 

contact us

This information is for use by UK professional financial advisers only. SRI Services is not authorised to give investment advice, if you are an individual investor you can find an IFA on www.unbiased.co.uk. The information on this site does not in any way constitute advice or recommendation. The information and tools are intended to compliment, not replace existing adviser information sources. Investment decisions should not be based on the information contained on this site alone. Please confirm fund information with fund managers. We cannot be held in responsible for advice given as a result of using this site and are not responsible for the content of sites linked to this service, we do however of course take every effort to ensure the content of this site is as accurate as possible at time of publication.